Lakeshore Financial Planning, Inc. Spdr S&P 500 ETF Trust Transaction History

Lakeshore Financial Planning, Inc.

  • $227 Billion
  • Q3 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 609 shares of SPY stock, worth $360,010. This represents 0.15% of its overall portfolio holdings.

Number of Shares
609
Previous 620 1.77%
Holding current value
$360,010
Previous $337 Million 3.56%
% of portfolio
0.15%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$517.38 - $573.86 $5,691 - $6,312
-11 Reduced 1.77%
609 $349 Million
Q2 2024

Jul 25, 2024
BUY
$495.16 - $548.49 $8,912 - $9,872
18 Added 2.99%
620 $337 Million
Q1 2024

May 10, 2024
SELL
$467.28 - $523.17 $292,984 - $328,027
-627 Reduced 51.02%
602 $315 Million
Q3 2023

Nov 14, 2023
BUY
$425.88 - $457.79 $523,406 - $562,623
1,229 New
1,229 $525 Million

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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